# Run your iamproperty workflows from your AI agent

Update records, book viewings and chase documents in iamproperty, or any workflow your agency needs. Set up automation from ChatGPT, Claude or any AI agent.

Official integration

Run iamproperty workflows directly from your AI agent with Askpilot. Update records, book viewings, and complete any other workflow your agency needs.

Works with

Details

- **Built by:** Askpilot
- **Status:** Official iamproperty integration
- **Category:** CRM, Estate agency, Workflows
- **Works with:** Claude, ChatGPT, Claude Code, Codex, Hermes, Gemini, OpenClaw

iamproperty.com · Partner announcement

Askpilot Integration for iamproperty CRM

## Overview

iamproperty is a cloud CRM built for UK estate agents, used by more than 7,000 branches. Sales, lettings, property management and accounts all sit in one system, on one login, with a single view of every client.

Connect it to Askpilot and enquiries get answered while they are still warm, viewings get booked, feedback reaches the vendor the same day, and certificates get chased before they lapse. Nothing waits for someone to remember it.

Every outcome is written straight back to the right record, so your CRM stays complete without anyone retyping between systems. Your team keeps working exactly as they do now, and can ask their AI agent, or whichever agent they use, what happened at any point.

## Workflows

These are available templates. Create any workflow you want to automate.

- **Portal enquiry to booked viewing** (trigger: Enquiry received): Match the enquiry to the property, reply with availability, chase by email then WhatsApp, and book the viewing in iamproperty.
- **Feedback back to the vendor same day** (trigger: Viewing completed): Ask the applicant while it is fresh, summarise it honestly, and log it against both the property and the vendor.
- **Compliance chased before it lapses** (trigger: Certificate expiring): Watch the dates on the record, chase the contractor and the landlord, and file the certificate when it arrives.
- **Sales progression kept moving** (trigger: Offer accepted): Chase solicitors and brokers on a schedule, log every reply, and bring you anything that needs a decision.
## Triggers and actions

Explore the events and actions available with this integration.

### Triggers

- A scheduled check, hourly or daily
- A new lead or enquiry since the last check
- A new applicant or property record
- A record that has changed stage
- A certificate or compliance date coming up
- A sale or tenancy that has moved on

iamproperty does not have webhooks, so workflows run on a predefined schedule.

### Actions

- Find the right record, or ask before creating one
- Create and update applicants, properties and vendors
- Write call notes, emails and activity to the record
- Attach documents, transcripts and correspondence
- Read a record to answer a question in your agent
- Move a record forward when a step completes

Create your own actions for whatever else your workflow needs to do.

## A lead, from inbox to booked viewing

A portal enquiry arrives. Askpilot reads it, creates the applicant in iamproperty with the detail already filled in, offers the applicant two slots, and books the viewing when they answer. Ask your AI agent how it went and the answer comes back from the same run.

## Getting started

1. Activate your Askpilot account Sign up and start your free trial. You get 500 free credits to run your first workflows.
2. Connect iamproperty Authorise the integration and [install Askpilot in your AI agent](https://askpilot.com/mcp/). Your branch works as it always has.
3. Manage and run workflows Create and manage workflows from your AI agent. Askpilot runs them from start to finish.
4. Get daily reports or ask for any Askpilot sends a report to your AI agent every morning, or whenever you ask for one.

## Your data stays yours.

Your data is never used to train Askpilot or the AI models that power it.

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